Compare · 4 funds side by side · dividends reinvested

JEPQ, JSML, SCHD and VUG

JEPQJ.P. Morgan×JSMLJanus Henderson×SCHDSchwab×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, JSML, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B2.7

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+21.7%+19.8%+22.6%+5.9%−14.8%22.4%$379M2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: JEPQ 2022 · JSML 2016 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,557

VUG

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VUG vs JSML: Top 5 Holdings

Today

VUG

45.2%in top 5

JSML

in top 510.2%

VUGStockJSML

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Cost, Income and Risk

Fees: JEPQ, JSML, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

JSML0.30%$30

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

JSML

Janus Henderson Small Cap Growth Alpha ETF · $379M$13,328

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureJSML

+5.1%Year to dateJan 1 → Nov 11+21.7%

+3.6%1 yearTotal return+19.8%

+22.6%3 years · per year$10,000 became $18,430 · $18,412+22.6%

+10.6%5 years · per year$10,000 became $16,557 · $13,328+5.9%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

0.41%Trailing 12-mo yield$41 · $30 a year on $10k0.30%

−15.1%Worst dropSmaller is better−14.8%

19.1%VolatilityLower is calmer22.4%

VUGJSML Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3VUG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5RHP2.2%

not top 5CON2.1%

not top 5CVLT2.1%

not top 5OPCH2.0%

not top 5ZWS1.9%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

VUG vs JSML Returns, Every Period

5Y

VanguardVUG

+10.6%

5 years, per year

JSMLJanus Henderson

+5.9%

5 years, per year

VUGJSMLFaded: behind in that period

1–2JSML wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VUG vs JEPQ

YTD

VanguardVUG

+5.1%

JEPQJ.P. Morgan

+8.1%

+5.1%Year to date+8.1%

−15.1%Worst drop · 1Y−11.5%

19.1%Volatility · 1Y16.9%

0.4%Yield12.2%

$233BAssets$42.0B

4–0JEPQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPQ, JSML, SCHD, VUG

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

SCHD2.93%$293

VUG0.41%$41

JSML0.30%$30

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

SCHD$293 − $6 = $287

VUG$41 − $3 = $38

JSML$30 − $30 = −$0

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPQ, JSML, SCHD, VUG

Today

51.2%most shared, JEPQ and VUG

JEPQJSMLSCHDVUG

JEPQ—0.0%3.8%51.2%

JSML0.0%—0.2%0.0%

SCHD3.8%0.2%—0.8%

VUG51.2%0.0%0.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

VUGWorst drop−15.1%19.1% vol

JSMLWorst drop−14.8%22.4% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.1%Year to date+34.6%

12.2%Yield2.9%

+9.0%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

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JEPQ, JSML, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four